Checklists in Success Plan Templates

  • 21 October 2022
  • 1 reply

Let’s say that I have a X success plan and I applied Y success plan template.


Y success plan template has 3 different CTAs and each CTA has their own tasks.


However this layer is not enough for us I would like to add checklists to the tasks. What is the best way of doing it?

1 reply

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@deryamercann by checklist if you meant tasks within the CTAs of the SP. You would add them manually one by one. 


There are a few ways to add to the existing template 

  1. Add tasks from CTA timeline entry as you discover new tasks from internal/external discussions - so they get auto added to the CTA
  2. Finish the existing tasks and click on replace playbook if you want to apply tasks form another playbook to the same CTA. If you do replace playbook before closing existing tasks - they get removed and replaced with the new playbook tasks


If this is some you want to roll out across teams then it has to be another version of SP with the checklist tasks also added to the playbook.